Patricia Cabrera

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Florida Guardian Ad Litem
  799 Crandon Blvd, Apt 401, FL
• 10/2005 → Present
  Florida Realty Of Miami
  Key Biscayne, FL
• 08/2017 → 09/2019
  Quest Capital Strategies, Inc.
  Lake Forest, CA
• 07/2018 → Present
  Capital Trust Global Consulting
  Key Biscayne, FL
• 09/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 11/2019 → Present
  Bank Of America, N.A.
  Miami, FL

Other Businesses

I*128801 For profit or not for profit: Non-Profit Organization Name of outside business organization: Guardian Ad Litem Investment related: N Address of business: Tallahassee, Florida 32399 Nature of business: Charitable Organization, Position, title, association: Other, Volunteer Start date of relationship: 12/1/2015 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The entity seeks to better protect the children while in foster care. When a child is removed from their home by the court he/she is placed in temporary foster care. The program seeks to protect the child while the court looks to reunify FLORIDA REALTY OF MIAMI - NON-INVESTMENT RELATED. KEY BISCAYNE, FL 33149. NATURE OF BUSINESS: RESIDENTIAL REAL ESTATE. 0% OWNER. POSITION: REALTOR - SALES ASSOCIATE. STARTED 10/2005. 3-5 HRS/MO AND 0 HRS/MO DURING TRADING HRS. DUTIES: SALE AND RENTAL OF HOMES. NO INCOME EVER GENERATED FROM BUSINESS. I*127761 For profit or not for profit: Non-Profit Organization Name of outside business organization: Key Biscayne Piano Festival Investment related: N Address of business: Key Biscayne, Florida 33149 Position, title, association: Advisory Board Member, Start date of relationship: 10/1/2018 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: It is a Music Non Profit Organization

Exams

• S66 Uniform Combined State Law Examination
  2018-05-07

Other Names

• Patricia Cabrera Rufeh
• Patricia Falcon
• Patricia Rufeh
• Patricia Cabrera
• Patricia Cabrera Rufeh